I will build a custom excel financial dashboard or business tracker
Airbnb Virtual Assistant and Website Setup Expert
About this Gig
Need a professional Excel dashboard that actually works not just looks good?
I've built financial and operational dashboards for a real wholesale distribution
business managing 1,500+ SKUs and $1M+ in inventory. Custom-built tools used
daily to run the business not templates.
WHAT I BUILD:
- P&L and financial summary dashboards
- Inventory tracking with reorder alerts
- Sales performance and SKU profitability analysis
- KPI trackers with automated status indicators
- Real estate investment analyzers
- Budget vs actuals comparisons
EVERY DASHBOARD INCLUDES:
- Real formulas no hardcoded values
- Cross-sheet references and live summary tabs
- Clean formatting and color-coded status indicators
- Instructions tab so anyone can maintain it
5 real sample files on my portfolio including a 570-SKU profitability
analyzer and a 1,584-item inventory dashboard with reorder alerts.
Works in Excel and Google Sheets. No macros unless you ask.
Message me if you're unsure which package fits.
My Portfolio
FAQ
Do you use macros or VBA?
No — everything is formula-driven (SUMIF, COUNTIFS, IF, VLOOKUP/XLOOKUP, cross-sheet refs). This keeps it compatible across Excel versions and easy for anyone to maintain. If you specifically need VBA, message me first.
Does it work in Google Sheets?
Basic and Standard add $20 for a Google Sheets version. Premium includes it. Some advanced Excel features (certain array formulas) behave differently in Sheets — I'll flag anything that needs adapting.
What do you need from me to start?
A sample of your data (even a rough example), the metrics you want to track, and how you currently manage this (even if the answer is "a messy spreadsheet"). I'll take it from there.
Can you clean up an existing spreadsheet instead of building from scratch?
Yes — message me with what you have and what you want. I'll tell you which package fits and whether a custom quote makes more sense.
What if my data changes over time — can I update it myself?
Yes. The dashboards are built so your data sits in one sheet and the summaries pull from it automatically. You update the data, the dashboard updates itself. I include an instructions tab on Standard and Premium.

